Are you a consultant, a freelancer or perhaps you’re simply searching for more leads and enabling people to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to use Calendly Hi everyone, Scott Friesen here at Simpletivity, helping you to get more done and take pleasure in less stress. And I have actually utilized Calendly for a while now. It is a extremely simple and quick tool to permit individuals who have an interest in my business and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things started by going into our menu, into our account when you have actually registered with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Since truly whatever is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. So the first thing that you’re gon na wan na do is make certain that you include one or more calendar accounts. This not only enables Calendly to book those appointments straight to your calendar but it likewise enables Calendly.
to check other reservations that you may have going on. And what I imply by this, is things beyond just Calendly consultations however things that are happening possibly in your personal life or other conferences that show up as a part of your day. Down listed below here, you can likewise look for conflicts. You can use several calendars to look for conflicts more than just the one that you have picked up here and you can likewise define which calendar to include those visits to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can validate with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to upload an image. If this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your great profile picture here along with your name and possibly a welcome message just when they land on your start page. Next action, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you want to add here. And last but not least, we can click the my link.
You’re gon na wan na put the name of your organization or maybe it’s your complete name. I’ve got 2 occasions presently that people can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen.
So let’s say develop for individually. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than simply your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, really basic here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can tell our users upfront, is this an in person meeting, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in many cases, depending upon the option that you choose, you may have some extra choices waiting for you. For example, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their telephone number. I need to know who I’m calling or I can select this option, my guest ought to call me. In this case, I can add my wanted contact number here and the fantastic thing with Calendly is that it’s not going to show this number until they have booked the appointment. So if somebody is considering booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they’ve reserved the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to provide their contact number. I’m gon na state upgrade, that’s gon na conserve that option here. If you have multiple events that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na neglect particularly. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps a few of the other occasions that I have available. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain or your company name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as particular as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize however likewise if I simply paste this link and copy, they understand what they’re getting too.
Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of